13F value (AUM)
$13.8B
Hood River Capital Management
HOOD RIVER CAPITAL MANAGEMENT LLC
$13.8B
13F long value · 2026-Q2Positions166
CategoryAsset Manager
Quarters tracked9
● #430 of 581 by 13F value
Size rank 3/10
22 NEW33 ADD7 2×+5 TRIM2 NEAR EXIT20 EXIT
Snapshot
Hood River Capital Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
166 (19 unmapped)
Top 100 weight
93.2%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
22
Exits / near-exits
22
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 93.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| APLD | APPLIED DIGITAL CORP | 6.1% | $840.0M | 22.5M | -9.7% |
| DOCN | DIGITALOCEAN HOLDINGS INC | 4.8% | $659.6M | 4.2M | -37.0% |
| MTZ | MASTEC INC | 3.5% | $488.4M | 1.2M | -7.3% |
| DAVE | DAVE INC | 3.0% | $411.4M | 1.1M | -25.0% |
| BE | BLOOM ENERGY CORP- A | 3.0% | $407.4M | 1.3M | -22.5% |
| SMTC | SEMTECH CORP | 2.6% | $364.2M | 2.3M | -37.4% |
| XPO | XPO INC | 1.9% | $266.4M | 1.3M | +7.2% |
| FCFS | FIRSTCASH HOLDINGS INC | 1.9% | $264.3M | 1.2M | +0.5% |
| KRYS | KRYSTAL BIOTECH INC | 1.8% | $246.6M | 663.4K | -26.6% |
| KNX | KNIGHT-SWIFT TRANSPORTATION | 1.7% | $238.1M | 3.1M | -16.9% |
| LITE | LUMENTUM HOLDINGS INC | 1.6% | $225.5M | 262.8K | +0.2% |
| LSCC | LATTICE SEMICONDUCTOR CORP | 1.6% | $224.8M | 1.5M | -22.1% |
| — | LIVANOVA PLC | 1.5% | $211.0M | 2.6M | — |
| GH | GUARDANT HEALTH INC | 1.5% | $209.3M | 1.4M | -41.0% |
| AAOI | APPLIED OPTOELECTRONICS INC | 1.5% | $206.3M | 1.4M | -1.6% |
Quarterly changes — 2026-Q2
What Hood River Capital Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| EXIT | FIX | COMFORT SYSTEMS USA INC | 249.4K | 0 | -100.0% | -$343.9M |
| 2×+ | — | LIVANOVA PLC | 636.5K | 2.6M | +303.0% | +$170.5M |
| ADD | XMTR | XOMETRY INC-A | 1.1M | 2.0M | +76.8% | +$146.0M |
| NEW | BAND | BANDWIDTH INC-CLASS A | — | 2.3M | — | +$145.3M |
| ADD | RXO | RXO INC | 4.5M | 6.5M | +45.5% | +$113.7M |
| 2×+ | CLH | CLEAN HARBORS INC | 124.3K | 498.7K | +301.3% | +$113.4M |
| 2×+ | DKNG | DRAFTKINGS INC - CL A | 454.1K | 4.2M | +834.9% | +$97.4M |
| EXIT | HCI | HCI GROUP INC | 623.8K | 0 | -100.0% | -$96.4M |
| NEW | AVAV | AEROVIRONMENT INC | — | 564.3K | — | +$93.1M |
| NEW | CGNX | COGNEX CORP | — | 1.2M | — | +$84.9M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.